Question 1

Which funds are similar to HSBC Short Duration Fund Direct-Growth?

Accepted Answer

Funds similar to HSBC Short Duration Fund Direct-Growth in the Debt: Short Duration category include ICICI Prudential Short Term Fund Direct Plan-Growth, HDFC Short Term Debt Fund Direct Plan-Growth, and Kotak Bond Short Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of HSBC Short Duration Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis HSBC Short Duration Fund Direct-Growth is ranked 18 out of 25 funds in the Debt: Short Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 20 out of 22. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does HSBC Short Duration Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

HSBC Short Duration Fund Direct-Growth has an expense ratio of 0.32%. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an expense ratio of 0.45% and HDFC Short Term Debt Fund Direct Plan-Growth has 0.39%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does HSBC Short Duration Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

HSBC Short Duration Fund Direct-Growth has an AUM of ₹4,210.35 crore. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an AUM of ₹19,174.7 crore and HDFC Short Term Debt Fund Direct Plan-Growth has ₹15,008.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Short Duration?

Accepted Answer

The top performing fund in the Debt: Short Duration category on a 3-year basis is ICICI Prudential Short Term Fund Direct Plan-Growth with a CAGR of 8.01% as of 16 Jul 2026. HSBC Short Duration Fund Direct-Growth has delivered 7.42% CAGR over the same period, ranking 18 out of 25 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does HSBC Short Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, HSBC Short Duration Fund Direct-Growth has a Sharpe ratio of 1.09 compared to the Debt: Short Duration average of 1.18 as of 16 Jul 2026. It ranks 17 out of 25 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.41%	5.53%	16 / 26
3Y Return	+7.42%	7.50%	18 / 25
5Y Return	+6.24%	6.81%	20 / 22
10Y Return	+7.04%	7.13%	12 / 17

HSBC Short Duration Fund Direct-Growth

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